ETH-focused portfolio live readiness

Read-only static inspection. No OKX request, order, or cancel was made.

Topline

Ready for quasi-live: False
Submit-capable code exists now: True
Should submit now: False
Reason: Required order lifecycle, state ownership, scheduling, and audit pieces are missing or only partial.

Checklist

Check	Status	Category	Gap	Minimum task
OKX post-only entry support	missing	must	No code path emits ordType=post_only or deterministic client order ids for ETH portfolio entries.	Add a read-only order-intent builder that renders the exact post_only order payloads for each required entry level without submitting them.
Batch entry order support	missing	must	The conservative portfolio can require multiple leg/order intents; the client cannot express an atomic or coordinated batch.	Define the portfolio order-intent shape for all active legs and add a non-submitting batch payload renderer.
Cancel open orders	missing	must	A quasi-live loop cannot expire stale maker orders or clear outstanding leg orders.	Add read-only cancel-intent generation from tracked open order ids, then add client cancel/list methods before any live runner is enabled.
State persistence	partial	must	There is no dedicated ETH portfolio state containing signal clock, order ids, fills, exposure, and audit events.	Add a dedicated ETH portfolio state schema and read/write command for quasi-live intent tracking.
Position isolation	partial	must	Isolation exists only inside the single-order submitter; portfolio readiness still needs the same fields in generated leg/order intents and close intents.	Require tdMode=isolated, posSide=long, and bounded leverage in every generated ETH portfolio intent.
Existing position protection	missing	must	A future runner could merge with or alter pre-existing ETH-USDT-SWAP exposure in the same account.	Before any submit-capable command, require zero conflicting ETH-USDT-SWAP exposure or an explicitly dedicated state-owned position id.
Signal scheduling	missing	must	The repo cannot run a quasi-live candle-bound signal loop for the ETH-focused portfolio.	Add a read-only quasi-live runner that records last confirmed candle per leg and emits intent only when a leg clock advances.
Operational logs	missing	must	There is no durable audit trail for signal decisions, payloads, cancel intents, fills, or state transitions.	Add append-only JSONL event logging for read-only signal/order/cancel intent cycles.

Must implement

#	Task
1	Add a read-only order-intent builder that renders the exact post_only order payloads for each required entry level without submitting them.
2	Define the portfolio order-intent shape for all active legs and add a non-submitting batch payload renderer.
3	Add read-only cancel-intent generation from tracked open order ids, then add client cancel/list methods before any live runner is enabled.
4	Add a dedicated ETH portfolio state schema and read/write command for quasi-live intent tracking.
5	Require tdMode=isolated, posSide=long, and bounded leverage in every generated ETH portfolio intent.
6	Before any submit-capable command, require zero conflicting ETH-USDT-SWAP exposure or an explicitly dedicated state-owned position id.
7	Add a read-only quasi-live runner that records last confirmed candle per leg and emits intent only when a leg clock advances.
8	Add append-only JSONL event logging for read-only signal/order/cancel intent cycles.

Optional

#	Task
1	Add a demo-only execution adapter after read-only intent/state/logging proves one full signal cycle.
2	Add reduce-only close-intent rendering and tests before adding any close submit path.
3	Add portfolio-level exposure reports comparing intended weight, tracked exchange exposure, and cash limits.

Evidence

OKX post-only entry support

Current place_order chooses ordType market when entry_price is absent and limit when entry_price is present.
The only trade submit endpoint in code is /api/v5/trade/order.

Batch entry order support

Current OKX client has one single-order place_order method.
No /api/v5/trade/batch-orders endpoint or multi-order method is present.

Cancel open orders

No cancel_order, cancel_batch_orders, or orders-pending method exists in okx_client.py.
The signal-intent report always sets needs_cancel to False and no_cancel_submission to True.

State persistence

paper_engine.py persists paper_state.json.
Existing paper state assumes immediate local fills and has no exchange order lifecycle.

Position isolation

place_order calls ensure_hedge_mode before submitting.
set_leverage sends mgnMode=isolated and place_order sends tdMode=isolated with posSide.

Existing position protection

okx-account reads positions.
okx-order does not check existing ETH exposure before calling place_order.

Signal scheduling

build_eth_focused_portfolio_signal_intent.py evaluates cached candles once and writes dry-run output.
No scheduler, last-confirmed-candle state, or one-cycle-per-candle guard exists in CLI code.

Operational logs

No logging module usage is present in okx_codex_trader.
Existing reports are generated snapshots, not append-only runtime logs.